Endowments & Foundations

Nicholas Cintineo, CIPM®

Senior Investment Consultant

How Trump’s Tax Proposals May Impact Non-Profits

February 01, 2017 | Tax Planning

Donors are driven by a variety of motivations when it comes to their charitable giving. Broadly speaking, we view these motivations as either having an emotional appeal (e.g., connections to people or groups, stories, feelings) or a financial appeal (e.g., tax savings, estate planning, personal …

James Ebenhoch

Endowment/Foundation Consultant

How to Increase Donations by Promoting Tax-Friendly Gifts

December 15, 2016 | Fundraising

As we enter the homestretch of 2016, many endowments and foundations are preparing their year-end fundraising campaigns or planning for next year’s strategies. The holiday season reminds us of year-end charitable gift giving, the time for donors to make their year-end contributions by December 31 …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

How Portfolio Modeling Tools Can Help Manage Risk

November 15, 2016 | Investment Management

Uncertainty – or what some might refer to as “risk” – is a core consideration in endowment and foundation portfolios. Common risks might include whether a portfolio will be able to grow its capital quickly enough to meet future needs, or preserve its capital diligently enough to safeguard its …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

What Should I Know Before Becoming a Board Member?

October 06, 2016 | Governance

This is a common question from people considering joining a non-profit board. Most have probably already heard of the broad set of duties entrusted to fiduciaries (i.e., fiduciaries have a duty of care, loyalty, and obedience to the organizations they serve). Before becoming a board member, it’s …

James Ebenhoch

Endowment/Foundation Consultant

Five Ways to Attract Millennial Donors

August 17, 2016 | Fundraising

Millennials, between the ages of 18-32 or born after 1980, are overtaking baby boomers as the largest living population, according to the 2015 census. Millennials already account for 11% of total non-profit giving and nearly 60% of millennials say they give to charities. With more millennials …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

A Knowledgeable Board & Staff is Key to Success

May 25, 2016 | Governance

What makes an endowment or foundation successful? Healthy investment returns? Sensible withdrawal levels? Strong fundraising? All of these are certainly important, but I would argue that there’s a more fundamental requirement for success: knowledgeable and engaged board and staff. It’s the …


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